Search Results for: financial broker platform

Figure Names Financial Services Veteran Asiff Hirji as President
Fintech News

Figure Names Financial Services Veteran Asiff Hirji as President

Fintech News Desk
Hirji’s C-Level Roles at Coinbase, TD Ameritrade, & Hp Bring New Capabilities to Global Financial Services Blockchain Leader Figure Technologies, Inc. (Figure™), a leader in transforming financial services through the power of blockchain technology, announced that financial services veteran Asiff Hirji has been named President and is already in place......
B2Broker Secures its Position as a PoP Liquidity Provider with Devexperts dxTrade
Cryptocurrency News

B2Broker Secures its Position as a PoP Liquidity Provider with Devexperts dxTrade

Fintech News Desk
B2Broker’s customised version of Devexperts dxTrade combined with its technology and deep liquidity has culminated in an unmatchable offering in the industry. B2Broker, a leading liquidity and technology provider of solutions to the Forex and crypto industry, has signed an agreement with Devexperts, a financial software developer, to license their dxTrade platform.......
Covr Financial Technologies Announces New Head of Sales
Banking News

Covr Financial Technologies Announces New Head of Sales

Fintech News Desk
Covr Financial Technologies announced that Jim Gothers has been appointed as Head of National Sales for its financial institution business, supporting banks, brokerage firms, wealth management firms and RIA partner firms. Reporting to Jim will be Covr’s insurance sales consultant team, advanced insurance division, policy analytics team, and key account directors. Read More: Telepin......
Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors
Business News

Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors

Fintech News Desk
Combines Knowledge, Networks and Experience of Leading Advisor Recruiting and Transition Consultant Jeff Nash, CEO of BridgeMark Strategies, and Steve Pirigyi, CEO of The Higher Line Ignition Point Partners announced its launch as a comprehensive consultancy that provides outsourced expertise to heads of business development and CEOs focused on evaluating......
BMO Financial Group to Acquire Clearpool Group Inc.
Business News

BMO Financial Group to Acquire Clearpool Group Inc.

Fintech News Desk
Fintech acquisition delivers modern, cloud-based electronic trading platform with visual data analytics and customizable algorithmic strategies Emphasizes BMO’s priorities to provide innovative technology to clients and expand in areas of opportunity and strength BMO Financial Group announced that it has entered into a definitive agreement to acquire Clearpool Group Inc.,......
Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New "Focused View" Feature
Banking Fintech Investment Services News

Total Expert Reports a 9.6% Lift in Lead-to-Applications for Financial Services Customers Using New “Focused View” Feature

Fintech News Desk
Initial Market Testing Shows That the Latest Update Has Increased Lead-To-Application Conversions by More Than Double the Initial Benchmark Total Expert, the leading marketing and customer engagement technology platform for banks, lenders, and financial services, announced a dramatic improvement in lead-to-application conversion rates for early adopters of a new feature......
Carilion Clinic Partners with VisitPay to Transform Patient Financial Experience
Business Fintech News

Carilion Clinic Partners with VisitPay to Transform Patient Financial Experience

Fintech News Desk
VisitPay Will Offer a Patient Finance Experience in Tandem With the Epic Billing System Carilion Clinic, a not-for-profit health system headquartered in Roanoke, Va., has selected VisitPay to provide patients with the tools and resources necessary to manage and meet their financial obligations with confidence. “At Carilion Clinic, we are focused on all......
Voyager Digital Completes Acquisition of Registered Broker-Dealer
Cryptocurrency News Trading

Voyager Digital Completes Acquisition of Registered Broker-Dealer

Fintech News Desk
Voyager Digital (Canada) Ltd., a licensed crypto-asset broker that provides investors with a turnkey solution to trade crypto assets, announced it has completed the acquisition of VYGR Digital Securities, LLC (“VYGR Digital”), following VYGR Digital receiving approval from the Financial Industry Regulatory Authority, Inc. (FINRA) for a change in ownership.......
Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes
Fintech News Trading

Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes

Fintech News Desk
Altruist Corp, an LA-based fintech company that provides a fully integrated digital brokerage to financial advisors, announced its partnership with DriveWealth, a global leader in digital trading technology. DriveWealth is also partnered with Citibank and will power Altruist’s brokerage execution and is responsible for safekeeping securities on behalf of Altruist’s customers......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
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